Archive for March, 2017

Tax Filing Tips To Save On Taxes And Boost IRA Savings

March 29th, 2017

Here’s an article that originally appeared on Forbes – With the individual tax-filing deadline date of April 18, 2017 for the 2016 taxable year quickly approaching, reviewing some of the ways one can save taxes as well as boost his or her retirement savings is always helpful.  Below are a few ways one can use […]

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How Can You Use Your IRA to Start a Business?

March 15th, 2017

Leaving your job or thinking of leaving your job and have an IRA? Why not use your IRA to invest in yourself instead of a volatile stock market? Why put your hard earned retirement funds in the hands of Wall Street when you can use your 401(k) funds on a business you can run, manage, […]

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IRA Financial Group Expands Self-Directed IRA CPA Service In Light of New March 15th Partnership Filing Deadline

March 9th, 2017

 The Highway Act accelerates the due date to March 15 for filing Self-Directed IRA LLC partnership tax returns and issuing Schedules K-1 to partners IRA Financial Group, the leading provider of self-directed IRA LLC and Solo 401(k) Plans, is proud to announce the expansion of its self-directed IRA Accounting and CPA service to accommodate the […]

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Valuing Alternative Assets In A Self-Directed IRA

March 1st, 2017

This article originally appeared on, written by our own Adam Bergman – Every IRA custodian is required to report annually to the Internal Revenue Service (“IRS”) the fair market value of each IRA it holds. The IRA custodian will report the fair market value of the IRA to the IRS using IRS Form 5498. […]

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